Krista J. Bair
Massena
Summary
Results-oriented professional skilled in customer relationship management and team leadership. Utilized Salesforce and SmartDesk to improve client satisfaction and optimize operations. Demonstrated strong problem-solving and organizational skills, contributing to increased efficiency in high-pressure environments.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Investor Services Representative I
SS&C Technologies
Kansas City
01.2026 - Current
- Resolved issues related to investment transactions and account discrepancies, enhancing client satisfaction.
- Responded promptly to inquiries from clients regarding their investments or portfolio performance.
- Process client inquiries regarding account statements and transaction details.
- Communicate effectively with clients to provide timely updates on their accounts.
- Provided support for clients on complex transactions, such as transfers, distributions and reinvestments.
- Collaborate with internal teams to ensure compliance with regulatory standards.
- Processed incoming payments from investors promptly, adhering to internal policies to uphold compliance.
- Monitored accounts for suspicious activities or fraudulent transactions.
- Created detailed notes about each interaction to document any changes made to an account.
Business Development and Marketing Associate
NIP Group
Woodbridge
04.2024 - Current
- Developed and implemented marketing strategies to increase brand awareness and attract new customers.
- Developed innovative product promotion strategies through digital channels, including email and SMS campaigns.
- Identified potential markets and segments, targeting desired customers and gaps to drive product demand.
- Established partnerships with key stakeholders to broaden customer base and enhance market presence.
- Analyzed sales data to understand product performance and identify areas for improvement.
- Collaborated closely with team members to achieve project objectives and meet deadlines.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Assessed customer needs through direct interactions and inquiries to provide tailored solutions.
- Initiated conversations with customers to build rapport and understand their needs.
Telemarketing Sales Representative
NIP Group
Woodbridge
08.2022 - 04.2024
- Conducted outbound calls to potential customers in order to generate sales leads.
- Followed up on sales leads through outbound calling.
- Followed up on potential customer inquiries promptly to nurture leads.
- Responded to prospects' questions with persuasive communication skills and in-depth knowledge of available products and services.
- Cross-sold products and services to enhance customer purchasing decisions.
- Communicated effectively with clientele to maintain customer satisfaction and loyalty.
- Addressed objections with friendly, persuasive strategies to facilitate sales.
- Listened attentively to customer needs in order to provide appropriate solutions.
- Resolved customer inquiries, questions and concerns to consistently offer quality service and meet performance benchmarks.
- Dialed past and prospective clients to provide updates on new products and services.
- Generated reports on sales activities including number of calls made, appointments set and closed deals.
- Recorded customer contact information, sales activities and other relevant data into company database system.
- Collaborated with new customers to give details about company offerings.
- Executed daily administrative tasks
- Networked to build client base and promote products to new and existing clients.
Manager on Duty-Parts Pro
Advanced Auto Parts
Massena
07.2010 - 08.2018
- Managed team of 15 employees, ensuring high productivity and quality standards were met.
- Managed inventory to maintain optimal stock levels and minimize waste.
- Executed cost-saving initiatives that streamlined operations while maintaining quality.
- Implemented quality control measures to uphold company standards.
- Assigned tasks to employees and monitored progress of projects.
- Reviewed daily sales reports to identify areas of improvement.
- Cultivated a positive work environment that enhanced team morale.
- Held regular one-on-one meetings with employees to review performance and priorities and provide feedback.
- Mediated conflicts between employees and facilitated effective resolutions to disputes.
- Coordinated with other department supervisors to ensure smooth workflow and project alignment.
- Responded to customer questions regarding products, prices and availability.
- Interacted with customers regularly to ensure their needs were met.
- Resolved customer inquiries and complaints requiring management-level escalation.
- Ensured compliance with safety regulations, company policies, and procedures.
- Managed scheduling for staff, ensuring adequate coverage during peak times and projects.
- Interviewed prospective employees and provided input to HR on hiring decisions.
- Acted as a liaison between upper management and staff, facilitating open communication.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Provided guidance and support to team members when needed.
Shift Leader
Dunkin Donuts
Canton
03.2009 - 06.2010
- Trained new employees on company policies, operational procedures, and customer service standards.
- Supervised and led employees to maintain productivity and customer service levels.
- Coordinated shift workers for efficient inventory receiving, auditing, and restocking processes.
- Managed daily workflow and scheduled staff for adequate coverage.
- Provided exceptional customer service and maintained a positive attitude throughout the shift.
- Resolved customer complaints promptly to maintain a high level of satisfaction.
- Fostered a team-oriented environment to increase morale and productivity.
- Maintained cleanliness and organization of the work area to uphold company standards.
- Verified that cash drawers contained correct amounts of money during opening and closing shifts.
- Counted cash on hand at shift change and closing to determine shortages or overages and prepare bank deposit statements.
- Handled emergency situations with composure and in accordance with company guidelines.
- Managed inventory levels by monitoring stock and ordering supplies to ensure product quality.
- Checked orders for quality and completeness.
- Coordinated with other shift leaders and management to ensure smooth transitions between shifts.
- Identified improvement areas to guide decision-makers in implementing necessary changes.
- Monitored employee performance to ensure compliance with company policies and procedures.
- Educated customers about offerings, promotions and pricing to boost sales.
Education
Insurance License - General Liability & Property Insurance
New York
Online06-2024
Life - Health - Accident Insurance License -
New York State
Online02-2023
Business Administration - Pre-Law
SUNY Canton
Canton, NY06-2010
Skills
- Customer service
- Salesforce expertise
- Customer relationship management
- Quality control
- Organizational skills
- Time management
- Task prioritization
- Multitasking
- Collaboration
- Problem-solving
- Team management
- Leadership
- Calm under pressure
- Dependable and responsible
- MS Office proficiency
- SmartDesk
- AWD
Certification
- Life - Health - Accident Insurance License, 02/01/23
- Property & Casualty Insurance License, in progress
References
References available upon request.
Education
other
Languages
English
Timeline
Investor Services Representative I
SS&C Technologies
01.2026 - Current
Business Development and Marketing Associate
NIP Group
04.2024 - Current
Telemarketing Sales Representative
NIP Group
08.2022 - 04.2024
Manager on Duty-Parts Pro
Advanced Auto Parts
07.2010 - 08.2018
Shift Leader
Dunkin Donuts
03.2009 - 06.2010
Insurance License - General Liability & Property Insurance
New York
Life - Health - Accident Insurance License -
New York State
Business Administration - Pre-Law
SUNY Canton